Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Cordeniz is a financial advisor with Ameriprise Financial Services, LLC. Jacob has been in the financial services industry since October 2020. Jacob holds Series 7TO, SIE, and Series 66 licenses. Jacob is registered in Arizona, California, Georgia, Idaho, Louisiana, Mississippi, Nevada, Oregon, Texas, and Washington. Jacob is also a registered investment advisor in California and Texas. Jacob provides financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, trusts, estates, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Jacob specializes in asset allocation services, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
09/18/2023 - Present
Ameriprise Financial Services, LLC (Visalia CA)
BOTH
Issued 06/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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